Do you think there is a bubble in this space?
I look at this on a much longer timescale versus a very tactical timescale.
On the longer timescale, we need more data centers and we need more power.
Progress was limited because the entire supply chain was not ready.
We needed more chips, more power, and more data centers.
As a result, there's now more building happening in that area.
The scaling laws suggest that more compute will get you better answers.
I'm more bullish on that than not.
Does AMD plan to try and challenge Nvidia on this?